The Team

Our Advisors

Stephen W Tetmeir

Stephen W Tetmeir

Private Wealth Advisor

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Designations

CFP®

Top Areas of Focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
CA Insurance #0790689

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Deborah Garza

Deborah Garza

Financial Advisor

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Designations

CRPC®

Top Areas of Focus

  • Women's Financial Strategies
  • Family Finances
  • Retirement Planning Strategies

Education

BS Bachelor of Science - Business Administration, Finance - CalPoly - 1993, AA Associate of Arts - Business Aministration and Management - Cuesta College 1991, Atascadero High School - 1986
CA Insurance #0B49813

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Aaron Hendry

Aaron Hendry

Financial Advisor

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Designations

MBA

Top Areas of Focus

  • Business Retirement Plans
  • Retirement Plan Distribution
  • Family Finances

Education

MBA, University of Phoenix, Phoenix, AZ, B.S. Recreation Parks and Tourism, Cal Poly San Luis Obispo, CA
CA Insurance #0K04448

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